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Rothschild Investment LLC’s HealthEquity HQY Stock Holding History

Rothschild Investment LLC’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$765K Buy
8,467
+6,857
+426% +$581K 0.03% 486
2026
Q1 		$135K Buy
1,610
+1,478
+1,120% +$121K 0.01% 794
2025
Q4 		$12.1K Buy
132
+15
+13% +$1.44K ﹤0.01% 1504
2025
Q3 		$11.1K Sell
117
-43
-27% -$4.05K ﹤0.01% 1400
2025
Q2 		$16.8K Buy
160
+20
+14% +$1.9K ﹤0.01% 1061
2025
Q1 		$12.4K Buy
140
+40
+40% +$4.1K ﹤0.01% 1125
2024
Q4 		$9.6K Buy
100
+30
+43% +$2.8K ﹤0.01% 1158
2024
Q3 		$5.73K Buy
70
+35
+100% +$2.7K ﹤0.01% 1250
2024
Q2 		$3.02K Buy
35
+25
+250% +$2.02K ﹤0.01% 1285
2024
Q1 		$816 Buy
+10
New +$781 ﹤0.01% 1278

Other funds holding HQY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Rothschild Investment LLC's HQY Position: Q2 2026 in Review

Rothschild Investment LLC increased its HealthEquity (HQY) stake by 426% in Q2 2026, buying an estimated $581K and bringing the position to 8,467 shares worth $765K. The position accounts for 0.03% of the portfolio, ranked #486.

Rothschild Investment LLC first reported a position in HQY in Q1 2024 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold HQY as of Q2 2026.

  • Rothschild Investment LLC held 8,467 shares of HealthEquity worth $765K as of Q2 2026.
  • Rothschild Investment LLC bought 6,857 HealthEquity shares in Q2 2026, an estimated $581K.
  • HealthEquity made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #486 holding.
  • Rothschild Investment LLC first reported a position in HealthEquity in Q1 2024 and has held it in 10 quarters since.
  • 434 funds tracked by Wall St. Rank held HealthEquity as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.